Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$902K Sell
1,125
-11
-1% -$8.82K 0.41% 56
2025
Q1
$753K Buy
1,136
+2
+0.2% +$1.33K 0.37% 67
2024
Q4
$786K Buy
1,134
+10
+0.9% +$6.93K 0.39% 60
2024
Q3
$937K Sell
1,124
-1
-0.1% -$833 0.49% 48
2024
Q2
$1.15M Buy
1,125
+44
+4% +$45K 0.67% 36
2024
Q1
$1.05M Buy
1,081
+75
+7% +$72.8K 0.69% 35
2023
Q4
$761K Buy
+1,006
New +$761K 0.54% 47